Assistant Relationship Manager - Sales

• Identify & conduct daily sales calls for financial planning sessions with clients 
• Acquire customers and generate the targeted amount of premium 
• Deliver Complete Product Information to Customers 
• Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity 
• Cross sell and upsell products to existing customers & build portfolios 
• Manage the relationship with customers to ensure persistency & renewals 
• Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture 
• Ensure the delivery of all S&D and financial KPI defined for the role 
• Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Preferred candidate profile

• Must possess good communication skills and be presentable 
• Age under 30 years
• Must be a Graduate
• Must have atleast 1 year of Sales experience in Life Insurance sales
• Must be a stable profile